|2019-10-17 来源： 中国石化新闻网|
孙子舒 编译自 彭博社
U.S. crude exports drying up as tanker rates skyrocket
Soaring oil-tanker costs are drying up activity in the U.S. export market as sellers are slow to lower offers and buyers are skittish, according to market participants.
Some sellers have held back from offering cargoes, while others have yet to reduce their offers enough to accommodate the rising cost of shipping oil, according to 10 market participants. As a result, hardly any deals have been booked over the past few days, compared to six or seven seen in a typical day.
Benchmark rates surged to about $300,000 a day last week for shipments from the Persian Gulf to the Far East, while one supertanker was booked to carry oil from the U.S. Gulf to Asia for more than $15 million. Indian Oil Corp. said the rising costs force it to cut spot purchases. Shipments to Europe on smaller tankers have increased in the first half of the month as rates for larger vessels skyrocketed, according to Vortexa Ltd.
The increased shipments to Europe may tail off as the impact of attacks last month on Saudi oil infrastructure fades, said Stefanos Kazantzis, McQuilling Services LLC‘s senior adviser for shipping and finance. “We are not seeing yet the same volumes fixed for second half October as we did for first half for U.S. crude shipments to Europe.”
U.S. sellers have the option of selling to domestic refiners who can still absorb the local shale, so there isn’t pressure to sell their cargoes overseas, said according to Andy Lipow, president of Lipow Oil Associates LLC in Houston. American sellers also have the opportunity to store the barrels in abundant onshore tanks, he said, noting that storage can be obtained as cheaply as $0.50 to $0.60/bbl per month.
Gulf Coast crude stockpiles were 221.4 MMbbl as of Oct. 9, about 61% of the 365.4 million total working capacity at refineries and tank farms, according to the U.S. Energy Information Administration.